Client Associate, Fund Management
Core
Answer customer enquiries, verify requests, and support new customer onboarding and ongoing KYC due diligence for corporate and retail clients in fund management.
Role type
Client Associate (Fund Management)
Builds
Customer service operations and regulatory compliance processes for fund management clients
Domain
Financial Services / Fund Management
Deliverable
client delivery
Required skills
Customer service, KYC/AML compliance, fraud detection, regulatory adherence, process improvement, multitasking
Preferred skills
Transfer agency experience, fund management experience, independent work in fast-paced environments
Technologies
None stated
Responsibilities
Answer customer enquiries via phone, email, or post; Verify customer requests; Understand AML/KYC requirements and detect suspicious activity; Support new customer onboarding and perform ongoing KYC due diligence; Participate in business process improvement activities; Keep up to date on client products and market conditions; Adhere to policies and procedures; Perform department mailing activities; Handle ad-hoc operational or service requests
Seniority
Entry to Mid-level, individual contributor